Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Tenchusatsu who wrote (83897)	12/21/1999 10:02:00 PM
From: niceguy767	Read Replies (1) of 1571859

Come on Tenchusatsu: In the context of 6 months from inception, 800,000 Athlons is amazing if you recall the predictions from most of your crowd over the summer period and the mobo fiasco compounded by the earthquake...Come on Tenchusatsu, AMD's performance has to be considered outstanding if they ship 800,000 Athlons in Q4...Don't know of one of you who thought AMD could ship 400,000 by year end back in September! Just a small point but 1 Athlon derives the revenues of 10 K6's, so it won't take many more quarterly increases by 600,000 to contribute handsomely to the bottom line! By the way, AMD just might ship 1.2 million Athlons in Q4 exceeding all estimates. If in fact a shortage still exists as you suggest, it is probably the result of Intel's inability to provide meaningful supply of PWeeIII's combined with oversubscription for the "spry Athy" Q4 supply.

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